코람코라이프인프라리츠

Differentiated Management Strategy of Korea’s No.1
Private REITs AMC for 24 Consecutive Years

Leveraging the core capabilities of KORAMCO REITs Management and Trust, KORAMCO LIFE INFRA REIT continuously enhances stability, profitability, and growth potential.

1 The company is expanding from a gas station-centered REIT into a multi-sector platform focused on lifestyle infrastructure in the Seoul metropolitan area.

Growth Potential

A flexible structure that enables the agile inclusion of high-growth sectors, accelerating external expansion
- - Strategic restructuring of the asset portfolio across key regions
- - Unlocking development potential through prime location
Profitability

Maximizing profitability through synergies across a diverse mix of sectors, tenants, and investors
- - Development of a Mobility-Retail Platform
Stability

Minimizing exposure to unsystematic risk through portfolio diversification
- - Stable and predictable dividend yield outlook
- - Hedging against key risk factors
- - Securing steady rental income through Key tenants

2 Long-term lease agreements with investment-grade tenants contribute to portfolio stability

Category	Service Type	Details
Key Tenants	Gas Station	- Credit Rating: AA– (NICE Investors Service, as of June 2025) - 10-year long-term lease - Car wash and convenience store facilities at select stations - One-time 5-year lease extension option
	Auto Service (SK Speedmate)	- Credit Rating: AA- (NICE, as of October 2024) - 10-year long-term lease
	Logistics Center (Fulfillment)	- Up to 10-year lease term
	Logistics Center (Last Mile)	- Up to 10-year lease term
	Development and Operation of EV Charging Infrastructure	- 15-year long-term lease
Other Tenants	QSR (Quick Service Restaurant)	- Global F&B brands operating on-site - Drive-thru sales showing strong growth
Other Tenants	Others	- Enhancing profitability through efficient use of idle land

3 Asset Growth Through Core and Value-Add Strategies

Core

Investment Strategy
- - Investing in high-quality real estate at prime locations
- - Establishing long-term, B2B-oriented lease structures
- - Targeting real estate sectors with demand exceeding supply
Investment Impact
- Generate Income gains
- through stable cash flow

Value-Add

Investment Strategy
- - Enhancing returns through optimized land utilization
- - Converting properties into next-generation business assets
- - Strategic disposal of repurposed or redeveloped assets
Investment Impact
- Generate capital gains
- by delivering special dividends and increasing stock price

Mid-to-Long-Term Growth Strategy

Core Investment Strategy
- Indirect investments in preferred equity
- Joint investment strategies with strategic and financial investors (SI & FI)
- Pre-acquisition of project REITs
Value-Add Investment Strategy
- Investment in Distressed Assets
- Targeting small-cap real estate opportunities
- Leveraging entitlements and development rights to unlock value from existing assets

Our Vision

Securing New Growth Drivers and Stable Dividends

1 Expansion of Investment Sectors

Energy
(Industrial)

Logistics

Retail

Hospitality

Office

Residence

Mobility

2 Diversification of Investment Strategies

Value-Add
- Enhancing asset value through strategic repurposing
- Improving Dividend Yield through Investments in stable, high-yield assets
Core
- Expanding portfolio size by acquiring high-quality, stable assets
- Reducing funding costs through economies of scale